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Legacy Financial Advisors’s McKesson MCK Stock Holding History

Legacy Financial Advisors’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$575K Sell
761
-93
-11% -$73.7K 0.07% 225
2026
Q1 		$739K Buy
854
+38
+5% +$33.9K 0.1% 173
2025
Q4 		$669K Buy
816
+96
+13% +$78.3K 0.09% 186
2025
Q3 		$556K Buy
720
+29
+4% +$20.4K 0.08% 215
2025
Q2 		$506K Buy
691
+135
+24% +$95.3K 0.08% 203
2025
Q1 		$374K Sell
556
-2
-0.4% -$1.24K 0.06% 249
2024
Q4 		$318K Buy
558
+62
+13% +$34.7K 0.05% 267
2024
Q3 		$245K Sell
496
-30
-6% -$16.7K 0.04% 307
2024
Q2 		$307K Buy
526
+30
+6% +$16.7K 0.05% 247
2024
Q1 		$266K Sell
496
-4
-0.8% -$2.03K 0.05% 264
2023
Q4 		$231K Buy
500
+12
+2% +$5.46K 0.04% 270
2023
Q3 		$212K Sell
488
-23
-5% -$9.69K 0.04% 243
2023
Q2 		$218K Buy
+511
New +$196K 0.04% 235
2019
Q2 		– Sell
-175
Closed -$20K – 587
2019
Q1 		$20K Hold
175
– – 0.01% 453
2018
Q4 		$19K Buy
175
+11
+7% +$1.37K 0.01% 426
2018
Q3 		$21K Hold
164
– – 0.01% 368
2018
Q2 		$22K Hold
164
– – 0.01% 361
2018
Q1 		$23K Sell
164
-4
-2% -$623 0.01% 349
2017
Q4 		$26K Buy
+168
New +$24.9K 0.01% 334

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Legacy Financial Advisors's MCK Position: Q2 2026 in Review

Legacy Financial Advisors reduced its McKesson (MCK) stake by 11% in Q2 2026, selling an estimated $73.7K and leaving 761 shares worth $575K. The position accounts for 0.07% of the portfolio, ranked #225.

Legacy Financial Advisors first reported a position in MCK in Q4 2017 and has held it in 19 quarters since. The position peaked at $739K in Q1 2026. 2,017 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Legacy Financial Advisors held 761 shares of McKesson worth $575K as of Q2 2026.
  • Legacy Financial Advisors sold 93 McKesson shares in Q2 2026, an estimated $73.7K.
  • McKesson made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #225 holding.
  • Legacy Financial Advisors first reported a position in McKesson in Q4 2017 and has held it in 19 quarters since.
  • Legacy Financial Advisors's McKesson position peaked at $739K in Q1 2026.
  • 2,017 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.